There are two ways to add contacts to Trust, <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Add Contacts (Manually)</li><li value="2" class="PlaygroundEditorTheme__listItem">Import Contacts (CSV File Upload)</li></ol> Option 1: Add Contacts (Manually) 1. In the Collect section, navigate to the Contacts menu. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media" alt="" width="inherit" height="inherit"> 2. &nbsp;Click on the Add Contact button and select Add Contact. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_add-contact-button.1724629500832.png?alt=media" alt="" width="inherit" height="inherit"> 3. Enter the contact details. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields---fill_.1724629562077.png?alt=media" alt="" width="inherit" height="inherit"> 4. Click Save to add the contact. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save-button.1724629615129.png?alt=media" alt="" width="inherit" height="inherit"> <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save.1724629638465.png?alt=media" alt="" width="inherit" height="inherit"> Option 2: Import Contacts (CSV File Upload) 1. In the Collect section, navigate to the Contacts menu. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media" alt="" width="inherit" height="inherit"> 2. Click on the Add Contact button and select Download CSV Template. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_download-csv-template.1724630154762.png?alt=media" alt="" width="inherit" height="inherit"> 3. Open the CSV template file and input contact details then save. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields.1724630235584.png?alt=media" alt="" width="inherit" height="inherit"> 4. Click on the Add New button and select Import Contact to upload the file. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-contact.1724630643510.png?alt=media" alt="" width="inherit" height="inherit"> 5. Ensure the field names are assigned to the appropriate contact data per column, and click Import CSV button to save the contact details. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-csv.1724630575526.png?alt=media" alt="" width="inherit" height="inherit"> Learn:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">How to add a new campaign to Trust?</li><li value="2" class="PlaygroundEditorTheme__listItem">How to setup an email sequence?</li><li value="3" class="PlaygroundEditorTheme__listItem">How to add contacts to a campaign?</li></ul>

How to create a new contact in 'Contacts'.

There are two ways to add contacts to Trust,

1. Add Contacts (Manually)
2. Import Contacts (CSV File Upload)

****Option 1****: Add Contacts (Manually)

1\. In the****Collect****section, navigate to the****Contacts****menu.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media)

2\. Click on the****Add Contact****button and select****Add Contact****.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_add-contact-button.1724629500832.png?alt=media)

3\. Enter the contact details.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields---fill_.1724629562077.png?alt=media)

4\. Click****Save****to add the contact.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save-button.1724629615129.png?alt=media)

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save.1724629638465.png?alt=media)

****Option 2****: Import Contacts (CSV File Upload)

1\. In the****Collect****section, navigate to the****Contacts****menu.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media)

2\. Click on the****Add Contact****button and select****Download CSV Template****.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_download-csv-template.1724630154762.png?alt=media)

3\. Open the****CSV template file****and input contact details then save.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields.1724630235584.png?alt=media)

4\. Click on the****Add New****button and select****Import Contact****to upload the file.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-contact.1724630643510.png?alt=media)

5\. Ensure the field names are assigned to the appropriate contact data per column, and click****Import CSV****button to save the contact details.

![](https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-csv.1724630575526.png?alt=media)

****Learn****:

* How to add a new campaign to Trust?
* How to setup an email sequence?
* How to add contacts to a campaign?

Table of contents:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Add a contact manually</li><li value="2" class="PlaygroundEditorTheme__listItem">Upload a CSV file</li></ol> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Add a contact manually</h2> 1. Go to “Contacts”, then press the “Add Contact” button. <img src="https://downloads.intercomcdn.com/i/o/818958720/659b022854236ceaef91331c/image.png" alt="" width="inherit" height="inherit"> 2. Add the full name of your customer or client, their current email address, and a phone number if needed. <img src="https://downloads.intercomcdn.com/i/o/818979595/b93f54edfa2bfc0d4f5c8476/Screenshot+at+Aug+30+16-59-28.png" alt="" width="inherit" height="inherit"> 3. You can also add the profile picture that will be used in a testimonial later. <img src="https://downloads.intercomcdn.com/i/o/819091152/23c67993a0480fe7005d1acc/image.png" alt="" width="inherit" height="inherit">4. Press "Save". <img src="https://downloads.intercomcdn.com/i/o/819115398/e6f8fce446c60dd2ee3601e8/image.png" alt="" width="inherit" height="inherit"> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Upload a CSV file</h2> 1. Press the CVS button to download a template. <img src="https://downloads.intercomcdn.com/i/o/819115849/bb10250378c7b187ac309db6/image.png" alt="" width="inherit" height="inherit"> 2. Edit a template with your data. 3. Press the "Import" button to upload a new file. <img src="https://downloads.intercomcdn.com/i/o/819122934/bed10b8c311b96ce4e133a38/image.png" alt="" width="inherit" height="inherit"> 4. Assign the appropriate field names to columns. <img src="https://downloads.intercomcdn.com/i/o/819124246/fe46000a39159d90f0a010ad/image.png" alt="" width="inherit" height="inherit"> 5. Press "Import CSV". <img src="https://downloads.intercomcdn.com/i/o/819125714/cef94bbd1ace11feef7dcdea/image.png" alt="" width="inherit" height="inherit"> 6. Check whether all information is imported correctly. <img src="https://downloads.intercomcdn.com/i/o/819126284/976979dd2a92dbdaa9dbf64e/image.png" alt="" width="inherit" height="inherit"> Press "Campaign &amp; Messages" to check the statistics of your campaigns for this specific contact. <img src="https://downloads.intercomcdn.com/i/o/819128325/3ef754ca6d7635bd41aad47d/image.png" alt="" width="inherit" height="inherit">

Add a new contact to Trust

There are two ways to add contacts to Trust <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Add Contacts (Manually)</li><li value="2" class="PlaygroundEditorTheme__listItem">Import Contacts (CSV File Upload)</li></ol> Option 1: Add Contacts (Manually) 1. In the Collect section, navigate to the Contacts menu. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media" alt="" width="inherit" height="inherit"> 2. &nbsp;Click on the Add Contact button and select Add Contact. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_add-contact-button.1724629500832.png?alt=media" alt="" width="inherit" height="inherit"> 3. Enter the contact details. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields---fill_.1724629562077.png?alt=media" alt="" width="inherit" height="inherit"> 4. Click Save to add the contact. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save-button.1724629615129.png?alt=media" alt="" width="inherit" height="inherit"> <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save.1724629638465.png?alt=media" alt="" width="inherit" height="inherit"> Option 2: Import Contacts (CSV File Upload) 1. In the Collect section, navigate to the Contacts menu. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media" alt="" width="inherit" height="inherit"> 2. Click on the Add Contact button and select Download CSV Template. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_download-csv-template.1724630154762.png?alt=media" alt="" width="inherit" height="inherit"> 3. Open the CSV template file and input contact details then save. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields.1724630235584.png?alt=media" alt="" width="inherit" height="inherit"> 4. Click on the Add New button and select Import Contact to upload the file. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-contact.1724630279831.png?alt=media" alt="" width="inherit" height="inherit"> 5. Ensure the field names are assigned to the appropriate contact data per column, and click Import CSV button to save the contact details. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-csv.1724630355246.png?alt=media" alt="" width="inherit" height="inherit"> Learn:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">How to add a new campaign to Trust?</li><li value="2" class="PlaygroundEditorTheme__listItem">How to setup an email sequence?</li><li value="3" class="PlaygroundEditorTheme__listItem">How to add contacts to a campaign?</li></ul>

There are two ways to add contacts to Trust <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Add Contacts (Manually)</li><li value="2" class="PlaygroundEditorTheme__listItem">Import Contacts (CSV File Upload)</li></ol> Option 1: Add Contacts (Manually) 1. In the Collect section, navigate to the Contacts menu. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media" alt="" width="inherit" height="inherit"> 2. &nbsp;Click on the Add Contact button and select Add Contact. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_add-contact-button.1724629500832.png?alt=media" alt="" width="inherit" height="inherit"> 3. Enter the contact details. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields---fill_.1724629562077.png?alt=media" alt="" width="inherit" height="inherit"> 4. Click Save to add the contact. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save-button.1724629615129.png?alt=media" alt="" width="inherit" height="inherit"> <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save.1724629638465.png?alt=media" alt="" width="inherit" height="inherit"> Option 2: Import Contacts (CSV File Upload) 1. In the Collect section, navigate to the Contacts menu. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media" alt="" width="inherit" height="inherit"> 2. Click on the Add Contact button and select Download CSV Template. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_download-csv-template.1724630154762.png?alt=media" alt="" width="inherit" height="inherit"> 3. Open the CSV template file and input contact details then save. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields.1724630235584.png?alt=media" alt="" width="inherit" height="inherit"> 4. Click on the Add New button and select Import Contact to upload the file. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-contact.1724630279831.png?alt=media" alt="" width="inherit" height="inherit"> 5. Ensure the field names are assigned to the appropriate contact data per column, and click Import CSV button to save the contact details. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-csv.1724630575526.png?alt=media" alt="" width="inherit" height="inherit"> Learn:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">How to add a new campaign to Trust?</li><li value="2" class="PlaygroundEditorTheme__listItem">How to setup an email sequence?</li><li value="3" class="PlaygroundEditorTheme__listItem">How to add contacts to a campaign?</li></ul>

There are two ways to add contacts to Trust, <ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Add Contacts (Manually)</li><li value="2" class="PlaygroundEditorTheme__listItem">Import Contacts (CSV File Upload)</li></ol> Option 1: Add Contacts (Manually) 1. In the Collect section, navigate to the Contacts menu. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media" alt="" width="inherit" height="inherit"> 2. &nbsp;Click on the Add Contact button and select Add Contact. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_add-contact-button.1724629500832.png?alt=media" alt="" width="inherit" height="inherit"> 3. Enter the contact details. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields---fill_.1724629562077.png?alt=media" alt="" width="inherit" height="inherit"> 4. Click Save to add the contact. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save-button.1724629615129.png?alt=media" alt="" width="inherit" height="inherit"> <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_save.1724629638465.png?alt=media" alt="" width="inherit" height="inherit"> Option 2: Import Contacts (CSV File Upload) 1. In the Collect section, navigate to the Contacts menu. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contacts-menu.1724629450953.png?alt=media" alt="" width="inherit" height="inherit"> 2. Click on the Add Contact button and select Download CSV Template. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_download-csv-template.1724630154762.png?alt=media" alt="" width="inherit" height="inherit"> 3. Open the CSV template file and input contact details then save. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_contact-fields.1724630235584.png?alt=media" alt="" width="inherit" height="inherit"> 4. Click on the Add New button and select Import Contact to upload the file. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-contact.1724630643510.png?alt=media" alt="" width="inherit" height="inherit"> 5. Ensure the field names are assigned to the appropriate contact data per column, and click Import CSV button to save the contact details. <img src="https://firebasestorage.googleapis.com/v0/b/click-connector-staging.appspot.com/o/14d970_import-csv.1724630575526.png?alt=media" alt="" width="inherit" height="inherit"> Learn:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">How to add a new campaign to Trust?</li><li value="2" class="PlaygroundEditorTheme__listItem">How to setup an email sequence?</li><li value="3" class="PlaygroundEditorTheme__listItem">How to add contacts to a campaign?</li></ul>

How to set automated testimonial request emails.

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